Managing Past Due Members & Renewals

Managing Past Due Members Using Dashboard

The Dashboard allows you to pull up past due members quickly so you can take action. From Dashboard > Stats, you can click on "Accounts past due" to pull up all past due members. You can then email them as a group, export their information, or pull up an individual account profile.

You can also pull up members whose memberships expired within a specific date range. From the Dashboard > Membership, select the date range to view in the top left corner. The "Past Due" box will display all members whose memberships expired in that date range. You can click on each name in the list to pull up that account, or you can also click on the box title to pull up all the accounts listed in order to email them as a group or export their information.

De-listing Past Due Members & Removing Member Only Access

You can disable member directory listings and access to member only content, event tickets and items automatically once the member goes past due.

These settings can be found under Organization Settings > Integration > Membership Settings. You can set the number of days after a member goes past due before their directory listing is removed, as well as when they can no longer access member only content or purchase member only event tickets or cart items.

Please keep in mind that members who join selecting offline billing are considered past due until you update their next renewal date. Also certain payment gateways may take up to 1 business day to process the initial membership payment for Automatic Recurring Billing. Therefore, you should provide enough time cushion in these settings to receive the initial payments from your new members.

If you would like to disable any of these settings, so that past due members continue to retain the benefits and access as fully paid members, you can enter 999 as the number of days in each box.

Managing Past Due Members Using Membership Level Actions

We recommend keeping your past due members in the "Members" folder and using the membership settings discussed above to manage their access and directory listing. However sometimes you may need to move them into a folder in order to perform certain tasks or follow-ups. You can use automatic renewal/past due actions as a way to help manage your workflow.

The renewal/past-due actions are set up under each membership level in Labels & Membership > Membership Levels.

For example, if you need to follow up with recently renewed members, you can setup a renewal action that copies them into a folder, allowing you to follow up with those members as a batch. Then once you have completed your follow up, you can remove them from that folder.